Kathleen Krysiak
Mason,MI
Summary
Knowledgeable customer service professional with a solid foundation in underwriting principles and risk assessment. Adept at evaluating policy applications and making informed decisions to ensure balanced risk portfolios. Demonstrated expertise in analyzing data and collaborating with team members to achieve underwriting goals.
Overview
19
19
years of professional experience
Work History
Associate Underwriter
ProAssurance
Okemos, MI
09.2022 - Current
- Analyze insurance applications to assess risks and determine appropriate coverage options.
- Process mid-term policy changes within service standards.
- Review client documentation for accuracy, ensuring compliance with underwriting guidelines and regulations.
- Assist in renewal preparation and review.
- Ensure new business submissions are complete with current data to properly evaluate risk.
- Assist with training and mentoring Underwriting Technicians.
- Verify and submit new IN PCF participants.
- Strengthened relationships with brokers and agents, fostering long-term partnerships and generating new business opportunities.
- Assist in managing over 100 complex accounts.
Client Service Representative
Gallagher Bassett
Rolling Meadows, IL
01.2022 - Current
- Ensure complete and accurate documentation used by Account Management and Claim Operations in supporting clients. Assisting supporting Resolution Manager workflow.
- Prepare reports, analysis and client meeting materials.
- Prepare materials for claim reviews and audits.
- Respond to ad hoc projects and data requests as needed.
Claims Administrative Assistant
The Doctors Company
East Lansing, MI
11.2019 - 12.2021
- Primary role is to act as the first point of contact when members or agents contact TDC to report a claim.
- Gather all the information to create an electronic claim file and then refer the information to the designated manager for assignment.
- Responsible for generating all letters for opening, closing, and supporting the claim.
- Order any forms, documents or records that might be necessary for processing the claim.
- Prepare indemnity payment requests.
- Responsible for any required state and national reporting.
Associate Policy Specialist
ProAssurance Companies
Okemos, MI
01.2018 - 11.2019
- Main responsibility was to manage a book of business for the National Health Team.
- Review and screen requests for new and renewal policies as well as process any changes or updates to policies within company guidelines.
- Respond to requests and inquiries from insureds, prospects, and agents through phone calls, emails, and direct mailings.
- Review, create, and update the client records in the customer database.
- Process transactions in the company system, including but not limited to accepting or declining tail policies, processing mid-term endorsements, and canceling policies.
- Approve policies and invoices to print officially.
- Create new business or renewal indications at the Underwriter’s request and complete the preparation for renewal reviews for the Underwriter.
- Actively participate in team quality evaluations to improve customer’s experience.
- Ensure that assigned accounts are current by running, reviewing, and taking the appropriate action from reports designed to monitor renewals, outstanding balances, credit balances and tails in an offer status.
Claims Technician
The ASU Group
Okemos, MI
02.2017 - 11.2017
- Responsible for the intake of new claims for SMART Bus as well as processing the entry of new claims for multiple other accounts.
- Figure and process indemnity payments for lost time claimant and process bill payments for both liability and workers’ compensation claims.
- Facilitate the upkeep and electronic storage of information related to assigned accounts.
- Assist the Adjusters with correspondence, mailings, and the filing of appropriate state documents.
Administrative Assistant
Dart Container
Mason, MI
12.2016 - 02.2017
- Responsible for scheduling meetings.
- Take meeting minutes, prepare and distribute the meeting summaries for management and attendees.
- Assist in planning and executing training of the new system, SAP, for the Engineering Department in Mason, MI.
Underwriting Associate
Coverys
East Lansing, MI
01.2012 - 12.2016
- Assist Underwriters with compiling, analyzing and reviewing underwriting information on applications for accuracy, changes, classification and compliance with underwriting guidelines.
- Maintain book of insured business equal to nearly a half a million dollars.
- Build relationships with clients and provide timely and efficient service to insureds, brokers, and internal clients.
- Calculate standard rates and premium charges by using approved formulas and tables.
- Responsible for final reviews of all policies and certificates of insurance.
- Provide customer service via phone, email as well as written correspondence and then track and log these communications in our department portal.
Assistant CSR
Coverys Insured Services
East Lansing, MI
10.2007 - 01.2012
- Responsible for retaining and managing professional medical liability insurance for hospitals independent physician groups.
- Process customer correspondence
- Assist Customer Service Representatives with proposals, change requests, and renewals.
- Maintain the department systems, contacts, and transaction reports.
Skills
- Experience with claim intake
- Underwriting knowledge
- Able to type 60-65 words a minute
- Excellent organizational skills, with the flexibility and experience required to adjust to rapidly changing schedules and shifting priorities
- Proficient in Microsoft Word, Excel, Adobe and PowerPoint
- Licensed in Property and Casualty Insurance
- Excellent communication skills
- Database management
- Professional phone etiquette
- Customer service-oriented
- Experience maintaining confidential information
- Works well under pressure
Timeline
Associate Underwriter
ProAssurance
09.2022 - Current
Client Service Representative
Gallagher Bassett
01.2022 - Current
Claims Administrative Assistant
The Doctors Company
11.2019 - 12.2021
Associate Policy Specialist
ProAssurance Companies
01.2018 - 11.2019
Claims Technician
The ASU Group
02.2017 - 11.2017
Administrative Assistant
Dart Container
12.2016 - 02.2017
Underwriting Associate
Coverys
01.2012 - 12.2016
Assistant CSR
Coverys Insured Services
10.2007 - 01.2012